Financial Planning Administrator

i2i Independent Recruitment Consultancy Ltd; Cheltenham; On-site; GBP 28,000 - 33,000; Full time

Job summary

Join a dynamic team as a Financial Planning Administrator, where you will receive comprehensive exam support and enjoy a generous holiday allowance. This role offers an exciting opportunity to develop your skills in financial planning while working in a supportive environment. With a competitive salary range based on your experience and qualifications, this position is perfect for those looking to grow their career in the financial sector. Enjoy engaging company events and a collaborative atmosphere that fosters professional development.

Benefits

Exam Support

28 days of holiday

Spring and Christmas parties

Qualifications

• Strong proficiency in Microsoft Office Suite is essential.
• Working towards a Level 4 Diploma in financial planning is a plus.

Skills

Microsoft Office Suite

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

Job Title: Financial Planning Administrator

Whats in it for you?

• Exam Support
• 28 days of holiday (excluding bank holidays)
• Spring and Christmas parties
• Salary: £28-£33k, depending on experience and qualifications

Must haves

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Nice to haves

• Working towards Level 4 Diploma in financial planning
• Knowledge of financial planning principles and ...